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Monday, February 04, 2019 7:03:58 AM
This excerpt from Ike's posting capturing verbatim comments at the ASM says it all IMHO:
Quote:
(LG): "I only have one other thought, which I give a lot of thought to actually. In the context of your point about 'with the better our stuff gets the tougher and meaner the other guys get,' there's another word that goes with tougher and meaner and it's more brazen. And the more brazen they get, maybe they're walking into a trap. That's as far as I'm going to go, because they have been . . . we have to be conservative in what we say . . . we'll use the word 'outlandish' in how brazen they've been and the better our stuff gets, the more obvious they're going to have to get and at some point, if you have built the right things that I was talking about before, with investor relations and media and you're getting the story out there about the little engine who could, there will become a tipping point, I sincerely believe, that they'll do themselves in. And we want to be there to catch it, and that's all I'll say about it but it isn't just a one-way street where they rule the world, it gets tougher and tougher the better we get and that provides angles we can work with.”
Agree…. IMO: The word “brazen” hints to boundaries (both illegal and unethical) C-suite execs of reputable companies hesitate to cross less they inflict brand damage to their companies.
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